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iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

291 hedge funds and large institutions have $1.3B invested in iShares Fallen Angels USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 36 closing their positions.

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
36
Increased
126
Reduced
114
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFSG
1
Sound Financial Strategies Group
Mississippi
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$26.5M
4
OP
4
ORG Partners
Indiana
$20.2M
5
Ameriprise
5
Ameriprise
Minnesota
$17.3M

Top Sellers

1
RH
1
RenaissanceRe Holdings
Bermuda
$0
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$33.7M
4
UBS Group
4
UBS Group
Switzerland
$23.9M
5
WEG
5
World Equity Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FEM
151
Fulcrum Equity Management
Texas
$599K +$318K +12,526 +113%
AA
152
Ancora Advisors
Ohio
$597K +$1.17K +46 +0.2%
FTS
153
Fifth Third Securities
Ohio
$590K +$357K +14,079 +154%
KWM
154
Kingsview Wealth Management
Oregon
$589K -$72.9K -2,875 -11%
SWM
155
SigFig Wealth Management
California
$589K +$4.64K +184 +0.8%
RA
156
RFG Advisory
Alabama
$584K -$10.9K -428 -2%
Renaissance Technologies
157
Renaissance Technologies
New York
$576K +$576K +22,700 New
Legacy Financial Group (Iowa)
158
Legacy Financial Group (Iowa)
Iowa
$572K +$279K +10,991 +95%
SF
159
Symphony Financial
Texas
$566K -$4.59K -182 -0.8%
Corient Private Wealth
160
Corient Private Wealth
Florida
$552K -$31.1K -1,226 -5%
LA
161
LexAurum Advisors
Kansas
$549K +$12.8K +506 +2%
HKIMG
162
Hutchens & Kramer Investment Management Group
Indiana
$545K +$545K +21,481 New
RJA
163
Raymond James & Associates
Florida
$544K -$451K -17,773 -45%
SCA
164
Snowden Capital Advisors
New York
$538K -$75.8K -2,986 -12%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$536K +$2.97K +118 +0.6%
FFN
166
Focus Financial Network
Minnesota
$515K +$5.76K +227 +1%
SL
167
Sentinus LLC
Illinois
$514K -$17.5K -690 -3%
WWG
168
West Wealth Group
California
$505K +$15.3K +603 +3%
CWS
169
Cypress Wealth Services
California
$494K -$139K -5,450 -22%
RIA
170
Regal Investment Advisors
Michigan
$493K +$79.5K +3,132 +19%
CC
171
Copperleaf Capital
North Carolina
$483K +$5.84K +230 +1%
ACP
172
Aveo Capital Partners
Colorado
$481K -$66.9K -2,635 -12%
MFG
173
Merit Financial Group
Georgia
$478K -$420K -16,543 -47%
SPIA
174
Steward Partners Investment Advisory
New York
$475K +$33.5K +1,320 +8%
I
175
INVST
Indiana
$470K +$70.5K +2,777 +18%
5 6
7
8 9